how to create

How to use

 Full project templates.

 Cost fill by templates.

Project templates serve as preconfigured blueprints that streamline the creation of new project estimates. They help maintain consistency across projects and reduce setup time by reusing standard structures.

This section explains how to create a full project template, use it for a new project, and auto-fill costs using that template.

Each template contains predefined:

• WBS (Work Breakdown Structure) or hierarchy

• Cost and revenue structures

• Standard tasks, UOMs, and pricing

• Overheads and markup percentages (if applicable)

Using Full Project Templates in Project Estimates

1. How to Create a Full Project Template

1. Go to Projects Module, Navigate to the Projects screen from the main menu.

2. Click “Create.” to open a new project entry form.

3. Enter Template Details

   • Description: Name of the template (e.g., “Template MEP – ELECTRICAL”).

   • Status: Set as “New”.

   • Check ‘Is Template’ (if applicable): This marks the project as a reusable template.

   • Entity, Company, and Project Type: Fill these as needed for categorization.

4. Build the Estimate Structure

   • Go to the Estimates tab.

   • Manually enter cost and revenue items or import BOQ from Excel.

   • Include WBS codes, units, prices, overheads, and markups.

5. Save
   Once the structure is complete, click Save. The project is now available as a template.

2. How to Use a Full Project Template

1. Go to Projects > Project Templates
   Locate the relevant template group (e.g., Construction Bill Templates, MEP Templates).

2. Select a Template
   Highlight the template to use (e.g., “Template MEP – ELECTRICAL”).

3. Click “Generate”

   • Select Generate > Create Project from Template.

   • A new project will be created using the full structure of the template.

4. Enter Specific Project Details

   • Modify project name, customer, dates, and any unique tasks or quantities.

   • Leave the standard cost structure intact, or adjust it as needed.

5. Save and Proceed
   The new project is now ready with a pre-filled estimate.

3. Fill Cost Using a Template (Cost Fill by Templates)

If the project already exists but the cost items are missing or incomplete, the template can be used to fill just the cost details:

1. Open the Project Estimate
   Navigate to the Estimates tab in the existing project.

2. Click “Fill by Templates”

   • A selection window will open with available templates.

   • Choose the relevant template (e.g., MEP Electrical, Interior Works).

3. Apply Template

   • Confirm the import. The system will copy the cost structure (items, quantities, UOM, prices) into the project estimate.

   • Revenue and markup may also be filled, depending on template settings.

4. Review and Save

   • Adjust any items if needed.

   • Click Save to update the project with the filled-in cost data.

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